Lori Gates

Lori Gates Email and Phone Number

Music Retail Accountant @ Friedman Kannenberg & Co PC
St. Cloud, MN, US
Lori Gates's Location
Sioux City Region, United States
Lori Gates's Contact Details

Lori Gates work email

Lori Gates personal email

n/a
About Lori Gates

Lori is a Music Retail Accountant with Friedman Kannenberg and Co, PC and in that role primarily provides accounting and consulting services to their retail music clients. Previously she was the owner of Gates Accounting Services which provided accounting and tax related services to small businesses and other clients.She graduated from Drake University with a degree in Accounting in 1983 and is a Certified Public Accountant. Lori has a strong background in all aspects related to accounting and management, including work as a controller, manager of financial services, financial analyst, auditor and as a tax specialist.Lori currently lives in Sergeant Bluff, Iowa and divides her time between her work, her family, and other civic organizations.

Lori Gates's Current Company Details
Friedman Kannenberg & Co PC

Friedman Kannenberg & Co Pc

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Music Retail Accountant
St. Cloud, MN, US
Lori Gates Work Experience Details
  • Friedman Kannenberg & Co Pc
    Music Retail Accountant
    Friedman Kannenberg & Co Pc
    St. Cloud, Mn, Us
  • Friedman Kannenberg & Co Pc
    Music Retail Accountant
    Friedman Kannenberg & Co Pc Nov 2017 - Present
    Farmington Ct
    Provision of music retail accounting services and consulting with the FKCo team. Handling year-end accounting and tax compliance tasks for many of the companies music retail business clients as well as having over 15 years in the music retailing industry including extensive experience with AIMsi Music Retail Accounting Software.
  • Gates Accounting Services
    Owner
    Gates Accounting Services Jun 2006 - Nov 2017
    Sioux City, Iowa Area
    Provision of accounting and tax related services to various small businesses and other clients. Preparation of monthly and annual financial statements; preparation of annual budgets and forecasts; account analysis and financial performance analysis; preparation of audit and review workpapers; daily reconciliation tasks; board and management presentations; and preparation of tax returns.
  • Kephart'S Music Center, Inc.
    Controller
    Kephart'S Music Center, Inc. Aug 2002 - Jun 2006
    Decorah, Iowa
    Preparation of monthly and annual financial statements; preparation of annual budgets and forecasts; account analysis and financial performance analysis; preparation of audit and review workpapers; daily reconciliation tasks; and board and management presentations.
  • Allen Memorial Hospital
    Tax Specialist
    Allen Memorial Hospital Mar 2001 - Dec 2001
    Waterloo, Iowa
    Preparation of Federal Form 990's for Allen Memorial Hospital, Allen College and Memorial Foundation of Allen Hospital.
  • St. Luke'S Hospital
    Manager Of Financial Services
    St. Luke'S Hospital Feb 1993 - Jul 2000
    Cedar Rapids, Iowa Area
    Preparation of monthly and annual financial statements and all tax returns and filings for St. Luke's Hospital and multiple related entities; supervision and/or preparation of annual budgets and forecasts for various entities; staff supervision; extensive involvement with St. Luke's Health Care Foundation financial statements and investment performance and direction; contract compliance review for St. Luke's Hospital and subsidiaries; account analysis and overall financial statement analysis;… Show more Preparation of monthly and annual financial statements and all tax returns and filings for St. Luke's Hospital and multiple related entities; supervision and/or preparation of annual budgets and forecasts for various entities; staff supervision; extensive involvement with St. Luke's Health Care Foundation financial statements and investment performance and direction; contract compliance review for St. Luke's Hospital and subsidiaries; account analysis and overall financial statement analysis; board and committee presentations; and extensive committee and special project work. Show less
  • St. Luke'S Hospital
    Financial Analyst
    St. Luke'S Hospital May 1990 - Feb 1993
    Cedar Rapids, Iowa Area
    Duties included account analysis for St. Luke's Hospital and subsidiaries; preparation of audit work papers and tax returns; financial statement preparation for subsidiaries; preparation of annual budget and financial projections.
  • St. Luke'S Hospital
    Accounting Specialist
    St. Luke'S Hospital Jun 1986 - May 1990
    Cedar Rapids, Iowa Area
    Duties included account analysis for St. Luke's Hospital; preparation of audit and cost report work papers; and financial projections for subsidiaries.
  • St. Luke'S Health Care Foundation
    Acting President
    St. Luke'S Health Care Foundation Aug 1994 - Nov 1994
    Cedar Rapids, Iowa Area
    Duties included all areas of responsibility assumed by the President of St. Luke's Health Care Foundation, including coordination of all fundraising activities; supervision of staff; donor relations and monitoring and direction of investment portfolio.
  • Coopers & Lybrand, Certified Public Accountants
    Senior Auditor
    Coopers & Lybrand, Certified Public Accountants May 1985 - Jun 1986
    Des Moines, Iowa Area
    Duties included supervision and performance of various audit, review and compilation engagements; preparation of financial statements; and preparation of corporate and individual tax returns.
  • Coopers & Lybrand, Certified Public Accountants
    Staff Accountant
    Coopers & Lybrand, Certified Public Accountants Aug 1983 - May 1985
    Des Moines, Iowa Area
    Duties included completion of various audit areas as assigned.

Lori Gates Skills

Financial Analysis Auditing Budgets Account Reconciliation Financial Statements Accounting Tax Finance Forecasting Cpa Tax Preparation Time Management Contract Management Tax Returns Small Business Financial Services Fundraising Healthcare Income Tax Corporate Tax Bookkeeping

Lori Gates Education Details

Frequently Asked Questions about Lori Gates

What company does Lori Gates work for?

Lori Gates works for Friedman Kannenberg & Co Pc

What is Lori Gates's role at the current company?

Lori Gates's current role is Music Retail Accountant.

What is Lori Gates's email address?

Lori Gates's email address is lo****@****kco.com

What schools did Lori Gates attend?

Lori Gates attended Drake University, Iowa Valley High School.

What skills is Lori Gates known for?

Lori Gates has skills like Financial Analysis, Auditing, Budgets, Account Reconciliation, Financial Statements, Accounting, Tax, Finance, Forecasting, Cpa, Tax Preparation, Time Management.

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